Practical analysis for investment professionals

Leadership, Management & Communication Skills


Quit to Win? Six Reasons Why Winners Quit

Sometimes quitting is the right thing to do, whether it is leaving a city, a relationship, or, yes, even a career.

How Do Smart Clients Invest in Themselves? Know Their “Why”

“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. "Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.”

Splitting the Risk: How to Manage Interest Rate Risk in Project Finance

How can the two primary stakeholders in project finance best allocate interest rate risk?

DC Plan Sponsors: Seven Priorities for 2023

Plan sponsors have a vital responsibility to provide and manage retirement benefits on behalf of their employees. Here's what they need to focus on in 2023.

Beyond Duration and Convexity: Eight Ways to Bond with Clients

Successful adviser-client relationships are built on more than just investment advice.

The Debt Ceiling: A Nation Divided and Indebted Cannot Stand

The current debt ceiling debate reveals a painful reality that the United States must confront.

2023 US Wealth Management Outlook: Tax Planning and Wealth Preservation

After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium

In a wild year for markets and investing, what EI content most resonated with readers?

How to Future-Proof Your Career: T-Shaped Skills

Where should we focus our personal development so that it has the maximum benefit?



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